Calvert Large Cap Growth ICLCIX

Morningstar Rating

Fund Research and Analysis

by Courtney Goethals Dobrow

Calvert Large Cap Growth's manager's talents are on better display elsewhere.

Subadvisor Bridgeway is a top quantitative shop, and firm founder John Montgomery steers this offering. Big changes to the stock-picking models are uncommon, but Bridgeway invests heavily in its research process and regularly reviews the models' criteria. Read more

Kudos

Strong long-term record.

Bridgeway's time-tested stock-picking models. Read more

Risks

One-, three-, and five-year trailing returns lag peers. Read more

Strategy

Bridgeway's six models whittle the universe down using various growth and momentum factors. Then the stocks have to pass Calvert's corporate responsibility screens, which evaluate companies' governance, ethics, and environmental practices, among other factors, before making it into the portfolio. Read more

Management

John Montgomery, the founder of Bridgeway Funds, has managed this offering since its inception in 1994, using six models to assess growth and momentum factors. Bridgeway assembles its team for the long term. It has added staff during the downturn, and no one has left the investment team in more than seven years. Read more

Inside Scoop

John Montgomery, founder of top quantitative shop Bridgeway, runs this fund by combining his firms' stock-picking models with Calvert's social responsibility screens. Read more

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